Geopolitical risk: 2 of 3

Mounting geopolitical risks for iron ore majors
FROM THE CAPITAL

Mounting geopolitical risks for iron ore majors

China could be off the table as a consumer of Aussie iron ore within six years

16 September 2021

The port of Conakry in Guinea, where ore produced from Simandou will be transported to via rail
ESG

Australia should brace for more China trade woe: Verisk Maplecroft

More trade friction to follow

19 March 2021

WoodMac warns gold miners not to hastily adjust reserve models on the back of higher gold spot prices
EXPLORATION & DEVELOPMENT

WoodMac expects gold momentum to test miners' discipline

Analyst sees geopolitical risk, M&A, resource growth and construction decisions as main 2020 themes

28 January 2020

Gold prices rose to just under US$1,590/oz on Monday before retreating back down to around $1570/oz
PRECIOUS METALS

Geopolitical risk won't support gold on its own, says Macquarie

Initial buying opportunity "has probably passed", says Aussie bank.

07 January 2020

Mining is an unavoidably dirty business
VIEW FROM THE WEST END

Mining is an unavoidably dirty business

The nature of countries in which industry operates dictates behaviour as much as the regulator

11 December 2019

Richards Bay in South Africa
LEADERSHIP

Rio Tinto thumbs up for the US, thumbs down for SA

Mining major thumbs nose at South Africa as it ploughs more money into US copper

04 December 2019

Signs of Newmont-Barrick value gap
MINER'S RIGHT

Signs of Newmont-Barrick value gap

The market has started to reevaluate the 'Africa discount' following Burkina Faso attack

11 November 2019

Lydian International's Amulsar gold project in Armenia is still under construction
ESG

Victory for Lydian as Armenia launches criminal case

Investigation launched into the illegal blockade of Lydian's Amulsar project

18 August 2019

RESOURCE STOCKS

Northern Territory Copper Project Well Positioned

KGL Resources provides compelling investment rationale with its Jervois copper project

RESOURCE STOCKS

PolarX Strongly Backed by Gold Major

Australian junior enjoys strong support for its USA project portfolio.

RESOURCE STOCKS

VHM's near-term critical minerals project poised with consummate timing

Globally-significant deposit aiming for production in 2025

RESOURCE STOCKS

Helix Resources: A Systematic Approach to Copper Exploration

ASX-listed junior poised for a new discovery in the renowned high-grade Cobar copper

A growing series of reports, each focused on a key discussion point for the farming sector, brought to you by the Kondinin team.

A growing series of reports, each focused on a key discussion point for the farming sector, brought to you by the Kondinin team.

editions

Mining Journal Intelligence Investor Sentiment Report 2024

Survey revealing the plans, priorities, and preferences of 120+ mining investors and their expectations for the sector in 2024.

editions

Mining Journal Intelligence Mining Equities Report 2023

Access an exclusive, inside look on the quarterly mining IPOs and secondary raisings data and mining equities performance tables with an annual Stock Exchange Comparisons supplement.

editions

Mining Journal Intelligence World Risk Report 2023 (feat. MineHutte ratings)

A detailed analysis of mining investment risks across 121 jurisdictions globally, built on 11 ‘hard risk’ metrics and an industrywide survey.

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Mining Journal Intelligence Global Leadership Report 2023: Social licence

Gain insights into social licence trends and best practices from interviews with 20+ top mining company executives and an industrywide survey.